NVIDIA, Sharon AI, Firmus' 'AI Computing Partner Program' binds customer expansion through revenue sharing of computing power The starting point of this cooperation is a 72MW data center and DSX AI factory architecture, corresponding to approximately 40000 GB300 GPAmericaharon AI, which will be expanded to a total capacity of 132MW. A contract has been signed for 102MW, with a target of approximately 55000 GPUs. The core changes lie in three points. The first is standardized replication. Building a data center used to be very complex, requiring redesign for every project. Now Nvidia has directly made the 72MW into a standard AI factory template, with power supply, heat dissipation, and GPU layout fixed. In the future, expansion will be like copying and pasting, without having to start from scratch. The second is the utilization rate fallback mechanism. Previously, not being able to rent out GPUs was a pure loss. Now Nvidia says: I will take back the computing power that cannot be rented out at the agreed price. It is equivalent to adding a guaranteed income to these computing powers, at least not completely idle. The third is financing amplification. These small cloud vendors originally had insufficient credit and limited funds, making it difficult for them to raise funds on a large scale. Now, with the endorsement of NVIDIA and future revenue sharing, they are more likely to take money from banks and investors and expand rapidly. The result is that companies like Sharon AI can expand their scale to 132MW and 55000 GPUs in a short period of time, but the expansion is driven more by financing capabilities rather than terminal demand growth. Similar structures have actually appeared on CoreWeave, such as Nvidia's approximately $6.3 billion computing power guarantee, which is essentially the same gameplay. Nvidia is responsible for supply, standardization, backstop, and credit endorsement, Neocloud is responsible for construction and operation, and banks and capital markets provide leveraged funds. The demand side has not changed, and the ones who buy GPUs are still big companies such as AWS, Azure, Google, and Meta. The change occurred in the middle layer: Nvidia rewrote the packaging of computing power supply, risk, and financing, making expansion easier, faster, and on a larger scale. This structure does not change the demand generation end, but only reconstructs the supply and financing mechanism, making it closer to a periodic amplifier rather than a demand creation mechanism.